Neal Quon is a seasoned financial strategist driven by a simple, purposeful mission: helping individuals, families, and business owners protect what matters most while building a legacy that outlives market cycles and tax uncertainty. With nearly three decades of experience in financial services, Neal cut his teeth in the industry in 1997 and has spent his career challenging conventional wisdom to make planning both approachable and impactful. A graduate of Texas Tech University with a Bachelor of Science in Family Financial Planning, Neal’s passion for financial literacy fuels everything he does. He believes that true financial success isn’t just about growing assets — it’s about preserving life’s priorities through thoughtful, tailored strategies that align with real human goals. Neal works closely with each client to elevate their financial awareness, demystify complex decisions, and build plans that withstand economic shifts with confidence. Over the years, Neal has helped countless individuals navigate protection, legacy, and tax-efficient planning — emphasizing prevention of loss as the cornerstone of lasting financial success. He brings heart and clarity to every conversation, helping clients see that winning the money game is about minimizing unnecessary risks and taxes just as much as it is about growth. At Adaptiv Partners, Neal leads with conviction and curiosity, building long-term partnerships rooted in trust, transparency, and resilience.

Dung Bui is a strategic wealth architect and co-founder of Adaptiv Partners, working with founders, executives, and sophisticated investors to design financial systems built for durability—not just performance. His work is grounded in a simple belief: money should be structured to support life, legacy, and long-term optionality, not chase short-term efficiency. Dung specializes in aligning tax strategy, risk management, liquidity, and capital deployment into cohesive frameworks that adapt as complexity increases and priorities evolve. Before entering financial strategy, Dung spent years in the luxury sector, where precision, discretion, and execution were non-negotiable. That experience shapes the client experience at Adaptiv today—less transactional, more architectural. Clients engage not in isolated recommendations, but in systems-level design grounded in clarity, trust, and follow-through. Known for translating complex strategy into practical decision-making, Dung works collaboratively with a client’s broader advisory team—CPAs, attorneys, and investment professionals—to ensure strategies are integrated, governed, and built to last. His focus is not on selling solutions, but on architecting structures that remain sound under stress, scale intelligently, and protect future generations. At Adaptiv Partners, Dung leads private-client strategy with an emphasis on intentional design, long-term resilience, and financial architectures meant to endure beyond the individual.